Alfonso Javier Gonzalez Mendez

Employer firm

Mutual Of Omaha Investor Services, Inc. CRD 611

$32.0M regulatory AUM 6,880 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2025 → Present
  Mutual Of Omaha Investor Services
  Guaynabo, PR
• 07/2024 → Present
  Mutual Of Omaha Insurance Company
  Guaynabo, PR
• 08/2020 → 07/2024
  Marquette University
  Milwaukee, WI
• 08/2007 → 08/2020
  Academia Del Perpetuo Socorro
  San Juan, PR

Other Businesses

Insurance Agent - Start Date: 07/2024 - Non-investment Related - Insurance lines of business: Life, Health, Annuities, and P&C - Hours/per week during trading hours: 40

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-27
• S63 Uniform Securities Agent State Law Examination
  2025-08-29